David Paul Kocsis
Investment adviser representative at Peak Wealth Solutions
10 yearsExperience
1 stateRegistered in
$911.6MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Peak Wealth SolutionsAug 2016 to now
- American Portfolios Financial Services, Inc.Jul 2016 to Oct 2024
- J.R. Hill & AssociatesJul 2016 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
Peak Wealth Solutions
Legal name: Peak Wealth Solutions, Inc.
$911.6MAssets managed
718Clients
7Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4203137
- Firm CRD
- 127391